Stats, Facts & Insights

From time to time we consolidate the data captured by our various diagnostics into market specific analyses and white papers. And by combining our analysis with the insights gained from working with practices around the world, we have been able to develop a host of unique and informative data.

Future Ready VII - In the news

Advisers failing to engage top clients - Risk Info

May 3, 2017 | Download Article

Advisers lift profits but more needed... - Shed Connect

May 3, 2017 | Download Article

Advice practices need succession plan: Research - Financial Standard

May 1, 2017 | Download Article

Practice health rating launch - Professional Planner

Apr 28, 2017 | Download Article

Lack of succession plans can lead to 'fire sale' - Money Management

Apr 28, 2017 | Download Article

Advice firms on lower end of health scale - ifa Magazine

Apr 28, 2017 | Download Article

Research reveals advisers lag on efficiency - Financial Observer

Apr 28, 2017 | Download Article

Competition, regulation and fintech impacting practice profitability - AdviserVoice

Apr 28, 2017 | Download Article